← SOCIETY OF ST VINCENT DE PAUL ARCHDIOCESE OF GALVESTON-HOUSTON

Form 990 for tax year 2023

Filed by SOCIETY OF ST VINCENT DE PAUL ARCHDIOCESE OF GALVESTON-HOUSTON.

Totals

Total revenue: $16,277,619
Total expenses: $14,419,906
Contributions and grants received: $14,644,858
Grants paid: $12,182,825
Program service revenue: $0
Investment income: $2,252,612
Other revenue: -$619,851
Total assets, end of year: $9,699,751
Total liabilities, end of year: $825,395
Net assets or fund balances, end of year: $8,874,356
Program services expenses (Part IX): $13,434,169
Management and general expenses: $506,649
Fundraising expenses: $479,088
Program service expenses (Part III): $13,434,169

Program services were 93.2% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

1e · Government grants (contributions)

$2,141,262
1f · All other contributions, gifts and grants

$12,503,596
1g · Noncash contributions included above

$6,366,019
3 · Investment income

total $109,066 · excluded $109,066
7a · Gross sales of assets other than inventory

securities $484,551 · other assets $2,871,232
7b · Less cost or other basis and sales expenses

securities $481,534 · other assets $730,703
7c · Gain or loss

securities $3,017 · other assets $2,140,529
7d · Net gain or loss

total $2,143,546 · excluded $2,143,546
10a · Gross sales of inventory

$405,402
10b · Cost of goods sold

$1,025,253
10c · Net income from sales of inventory

total -$619,851 · excluded -$619,851

Functional expenses

Part IX, the statement of functional expenses.

2 · Grants to domestic individuals

total $12,182,825 · program services $12,182,825
5 · Compensation of officers, directors and key employees

total $269,822 · program services $60,841 · management and general $148,140 · fundraising $60,841
7 · Other salaries and wages

total $624,734 · program services $394,840 · management and general $76,529 · fundraising $153,365
8 · Pension plan contributions

total $374,038 · program services $207,642 · management and general $81,629 · fundraising $84,767
9 · Other employee benefits

total $159,530 · program services $117,697 · management and general $18,634 · fundraising $23,199
10 · Payroll taxes

total $84,139 · program services $55,257 · management and general $12,944 · fundraising $15,938
11c · Fees: accounting

total $37,000 · management and general $37,000
11e · Fees: professional fundraising services

total $82,030 · fundraising $82,030
11f · Fees: investment management

total $1,933 · management and general $1,933
11g · Fees: other

total $85,508 · program services $28,886 · management and general $56,622
12 · Advertising and promotion

total $9,135 · program services $368 · fundraising $8,767
13 · Office expenses

total $39,800 · program services $17,754 · management and general $7,351 · fundraising $14,695
14 · Information technology

total $36,773 · program services $13,448 · management and general $9,418 · fundraising $13,907
16 · Occupancy

total $34,758 · program services $8,368 · management and general $24,523 · fundraising $1,867
17 · Travel

total $42,573 · program services $38,947 · management and general $1,728 · fundraising $1,898
21 · Payments to affiliates

total $60,463 · program services $60,463
22 · Depreciation, depletion and amortization

total $33,456 · program services $18,652 · management and general $8,899 · fundraising $5,905
23 · Insurance

total $31,487 · program services $8,899 · management and general $14,203 · fundraising $8,385
24a · Other expenses: Conference operations

total $196,869 · program services $196,869
24b · Other expenses: Recruiting, dues

total $16,379 · program services $5,759 · management and general $7,096 · fundraising $3,524
24c · Other expenses: Other conference exp.

total $11,018 · program services $11,018
24d · Other expenses: Formation, outreach

total $4,240 · program services $4,240
24e · All other expenses

total $1,396 · program services $1,396

Balance sheet

Part X, book values.

1 · Cash, non-interest-bearing

beginning of year $1,647,515 · end of year $1,754,217
2 · Savings and temporary cash investments

beginning of year $977,571 · end of year $1,376,362
3 · Pledges and grants receivable

beginning of year $774,812 · end of year $693,036
8 · Inventories for sale or use

beginning of year $82,097 · end of year $95,793
9 · Prepaid expenses and deferred charges

beginning of year $48,781 · end of year $26,544
10a · Land, buildings and equipment: cost or other basis

$2,073,105
10b · Land, buildings and equipment: accumulated depreciation

$342,942
10c · Land, buildings and equipment, net

beginning of year $2,255,177 · end of year $1,730,163
11 · Investments: publicly traded securities

beginning of year $1,242,203 · end of year $3,718,193
15 · Other assets

beginning of year $327,603 · end of year $305,443
17 · Accounts payable and accrued expenses

beginning of year $203,951 · end of year $825,395
23 · Secured mortgages and notes payable

beginning of year $341,651 · end of year $0
27 · Net assets without donor restrictions

beginning of year $5,116,281 · end of year $7,203,323
28 · Net assets with donor restrictions

beginning of year $1,693,876 · end of year $1,671,033

Mission and programs · 2023

Mission

See Schedule OThe Society of St. Vincent de Paul (the Society) provides services to support the mission of enhancing the quality of life for all people and helping them work toward living self-sufficient, dignified lives. Assistance may include food, clothing, furniture, rent, utility, transportation, medical, emotional and spiritual support. The ultimate goal is to meet emergency or basic needs, keeping families together by preventing homelessness and promoting self-sufficiency through our programs.

Activities or mission (Part I)

The Society, part of an international organization, serves the poor through 54 parish volunteer conferences. Food, rent & utilities assistance, clothing, furniture/household goods & other forms of direct assistance are provided through personal contact.

Basic Needs/Food Network:Basic Needs/Food Network helps households who may have to choose between staying housed and feeding their families. We have 16 pantries that provide basic food staples and necessities that help people weather times of crisis and regain stability. Those in need can acquire other resources specific to their demographic such as essential household necessities and clothing.

Expenses $7,016,724 · Grants $6,789,058
Homelessness Prevention/Vincentian Services: Homelessness Prevention/Vincentian services involves providing emergency financial assistance with rent, utilities, medical, transportation and other needs to prevent homelessness. Key to this is the personal encounter between our Vincentian volunteers and the family experiencing a crisis, which is often conducted through a home visit. It is in these encounters that we listen and learn the true needs of the family, provide financial assistance to address their needs, and render emotional and spiritual support to humanize the experience. Continued on Schedule O. In our ministry we learn to identify the issues critical to people living in poverty while raising awareness so communities and elected representatives can develop strategies aimed at reducing or eliminating poverty.

Expenses $5,257,234 · Grants $4,469,086
Underserved Communities: The Underserved Communities Initiative includes a grant funding program with the goal to create healthy and vibrant Conferences serving at-risk and distressed areas of Galveston-Houston. This program was designed utilizing the Distressed Communities Index (DCI) tool, which contains seven metrics to capture distinct aspects of economic distress -- education, housing, unemployment, employment instability, poverty rate, income ratio, and business growth. Often these communities have the greatest need but are limited in resources. This program is intended to build both human and financial capacity in areas that have been historically forgotten. Continued on Schedule O. Financial assistance is provided by these Conferences to individuals needing assistance with housing, utilities, and other emergency assistance to prevent homelessness.

Expenses $815,860 · Grants $695,000
Disaster Services: Disaster Services assist in helping individuals and families recover from what can be a devastating and life-altering loss. Although the Society is not a first responder in a disaster, its network of regional Conferences collaborates and often dispatches volunteers to disaster areas once the location has been secured and is safe to enter. The Society assists in the process of getting people back to some sense of normalcy. To this end, the Society works to provide financial assistance and basic needs in terms of food, clothing, and furniture or other home goods that may need to be replaced in the event of a natural disaster.

Expenses $185,372 · Grants $168,434
Resiliency: The Resiliency program includes Bridges Out of Poverty and the nationally known "Getting Ahead in a Just-Gettin-By World" (Getting Ahead). Phase I of the programs consist of a 16-week incentivized program that helps improve people's lives by assessing their own lives and circumstances and developing tools and skills as part of their move from crisis to self-sufficiency. Getting Ahead participants create their own plan to build more sustainable lives, healthy relationships with community members, short- and long-term goals, and step-by-step plans to achieve those goals. Once participants complete Phase I, they accelerate into Phase II, the Graduate program and are partnered with mentors to elevate their comprehension of financial budgeting and negotiation skills. Learning how to cope with daily life challenges and building the hope that's needed for a better future enables them to advance to the final phase, the Alumni program. Discovering how the right relationships can be a powerful aid to help people along the journey out of poverty, participants become ambassadors for the Society by becoming actively involved in sharing and promoting the success of the program as well as becoming mentors and program facilitators.

Expenses $158,979 · Grants $61,247

As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

Gerardo Rivera

President

Total calculated

$0

Hours/week

5
Michael Zarich

Vice President

Total calculated

$0

Hours/week

1
Ajoy Menezes

Treasurer

Total calculated

$0

Hours/week

3
Connie Steward

Secretary

Total calculated

$0

Hours/week

1
Milista Anderson

Director

Total calculated

$0

Hours/week

1.5
Chase Angelle

Director

Total calculated

$0

Hours/week

2
Charlie Buhay non-voting

Spiritual Advisor

Total calculated

$0

Hours/week

1
Yolanda Capelo

Director

Total calculated

$0

Hours/week

1
Janice Chatham

Director

Total calculated

$0

Hours/week

5
Patricia Davis

Director

Total calculated

$0

Hours/week

1
Patricia Dornak

Director

Total calculated

$0

Hours/week

2.5
Stacy Medrano

Director

Total calculated

$0

Hours/week

5
Maureen O'Connell

Director

Total calculated

$0

Hours/week

0.5
Ladd Puskus

Director

Total calculated

$0

Hours/week

5
Robin Riley

Director

Total calculated

$0

Hours/week

3
Ann Schorno

Executive Director

Total calculated

$151,126

From this org

$137,910

From related orgs

$0

Other

$13,216

Hours/week

45

Schedule J breakdown matched by us

Base

$137,910

Bonus

$0

Other

$0

Deferred

$0

Nontaxable benefits

$13,216

Filer's total

$151,126
Kirk Vogeley

Director of Finance

Total calculated

$117,182

From this org

$90,750

From related orgs

$0

Other

$26,432

Hours/week

45
Val Senegal

Chief Program Officer

Total calculated

$120,862

From this org

$107,646

From related orgs

$0

Other

$13,216

Hours/week

45

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

3 · Compensation committee
3 · Independent compensation consultant
3 · Compensation survey or study
3 · Approval by the board or compensation committee

Answered no

4a · Severance or change-of-control payment
4b · Supplemental nonqualified retirement plan
4c · Equity-based compensation arrangement
5a · Pay contingent on this organization's revenues
5b · Pay contingent on a related organization's revenues
6a · Pay contingent on this organization's net earnings
6b · Pay contingent on a related organization's net earnings
7 · Other non-fixed payments
8 · Paid under the initial-contract exception

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

No itemized grants to organizations on this return.

Provenance

Return type: form_990
Tax year: 2023
Filed: 13 May 2025
IRS schema version: 2023v6.0
Source object: 202531339349308168

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